ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 376 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $619 | -43.6% | 13 | -72.3% | 0.00% | -100.0% |
| Q2 2023 | $1,097 | +48.8% | 47 | 0.0% | 0.00% | -87.0% |
| Q1 2023 | $737 | -30.1% | 47 | +2.2% | 0.02% | +283.3% |
| Q4 2022 | $1,055 | -99.8% | 46 | -80.0% | 0.01% | -75.0% |
| Q3 2022 | $702,000 | -2.9% | 230 | -2.1% | 0.02% | +9.1% |
| Q2 2022 | $723,000 | -2.4% | 235 | -2.1% | 0.02% | +4.8% |
| Q1 2022 | $741,000 | -4.1% | 240 | -4.0% | 0.02% | +23.5% |
| Q4 2021 | $773,000 | +1415.7% | 250 | +1566.7% | 0.02% | -29.2% |
| Q3 2021 | $51,000 | 0.0% | 15 | 0.0% | 0.02% | +33.3% |
| Q2 2021 | $51,000 | – | 15 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McClarren Financial Advisors, Inc. | 575,285 | $29,379,000 | 22.89% |
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 723,797 | $36,964,000 | 14.67% |
| Old North State Trust, LLC | 315,716 | $16,124,000 | 14.37% |
| Klaas Financial Asset Advisors, LLC | 1,132,457 | $57,835,000 | 14.11% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 370,479 | $18,920,000 | 14.03% |
| Wilshire Advisors LLC | 101,857 | $5,202,000 | 13.85% |
| Prosperity Planning, Inc. | 476,736 | $24,347,000 | 13.28% |
| Campbell Wealth Management | 1,467,934 | $74,967,000 | 10.04% |
| Hudson Capital Management LLC | 426,906 | $21,802,000 | 8.73% |
| Courage Miller Partners, LLC | 410,648 | $20,972,000 | 8.43% |